Base: not specified; bonus/equity: bonuses, commis...
Effective oral and written communication
Complex financial planning experience
Strong analytical and judgment skills
As an integral member of the Wealth Management Services team, you will deliver high value customized financial planning to High Net Worth clients and assist with business development
Job Summary
As an integral member of the Wealth Management Services team, you will deliver high value customized financial planning to High Net Worth clients and assist with business development.
The role offers a comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable.
RBC fosters an inclusive workplace that supports innovation, collaboration, professional growth, and making a lasting impact in the community.
Matching Summary
As an integral member of the Wealth Management Services team, you will deliver high value customized financial planning to High Net Worth clients and assist with business development.
Salary
Base: Not specified; Bonus/Equity: Bonuses, commissions, stock where applicable; Benefits: Flexible benefits and comprehensive Total Rewards Program
Skills & Requirements
Must-have
Effective oral and written communication
Complex financial planning experience
Strong analytical and judgment skills
Proficient in Microsoft Office
Experience with Naviplan Extended or CCH software
Ability to work independently and in teams
Nice-to-have
Financial planning designation CFP or RFP
Investment and insurance industry knowledge
Promote innovation and diversity
Develop internal and external networks
Provide coaching to Financial Planning Analysts
Key Requirements
Ten years of relevant financial planning experience
Professional designation such as CA, CGA, LLB, or CMA
Financial planning designation CFP or RFP (nice-to-have)